Tax-Loss Harvest Finder
Sell the loss, keep the exposure. For any fund, ranked stand-ins that track the same market — scored on a year of price correlation, holdings overlap, and fee — with a flag when two funds follow the same index and a swap could look substantially identical.
Correlation computed on ~250 shared sessions per pair · not tax advice — the flag is a heuristic, your compliance desk has the final word
Stand-ins for QMOM — ALPHA ARCHITECT US QUANTITATIVE MOMENTUM ETF
| Substitute | Correlation | Book overlap | Fee vs QMOM | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.811 | — | same | $3B | different index | Compare |
| VBK Vanguard Small Cap Growth Index Fund | 0.864 | — | +7bp | $17.7B | different index | Compare |
| ISCG iShares Morningstar Small-Cap Growth ETF | 0.821 | — | +6bp | $1B | different index | Compare |
| VOT Vanguard Mid-Cap Growth Index Fund | 0.804 | — | +7bp | $13.8B | different index | Compare |
| MTUM iShares MSCI USA Momentum Factor ETF | 0.865 | — | +15bp | $26.2B | different index | Compare |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 0.860 | — | +17bp | $11.3B | different index | Compare |
RANKED BY CORRELATION, FEE, AND OVERLAP · “SAME INDEX” PAIRS ARE FLAGGED BECAUSE THE IRS HAS NEVER DEFINED “SUBSTANTIALLY IDENTICAL” — MOST DESKS TREAT SAME-INDEX SWAPS AS OFF-LIMITS AND DIFFERENT-INDEX SWAPS AS DEFENSIBLE